Moneycontrol

FII View

  • Sanger`s question: Will Tatas return to paternalistic growth?

    Sanger's question: Will Tatas return to paternalistic growth?   

    Arvind Sanger of Geosphere Capital Management says the big focus should be now on return on assets and getting rid of underperforming assets at the Tata Group. He was referring to the turmoil that is underway in the over 15-decade...

    27 Oct 2016, 8.32 am  |  Source: CNBC-TV18

  • Market not discounting a Trump presidency: Jan Lambregts

    Market not discounting a Trump presidency: Jan Lambregts   

    In an interview with CNBC-TV18, Jans Lambregts said that the US Presidential election poses a lot of uncertainty and as seen with Brexit, the market is not discounting anything at the moment.

    18 Oct 2016, 2.40 pm  |  Source: CNBC-TV18

  • Earnings to trail economic growth, buy consumption: Goldman

    Earnings to trail economic growth, buy consumption: Goldman  

    Nupur Gupta of Goldman Sachs thinks the divergence between equity earnings and economic growth should not necessarily be taken as evidence against a pick-up in growth, but rather as a function of measurement and composition differ...

    18 Oct 2016, 8.28 am  |  Source: CNBC-TV18

  • Steep rise in yields may lead to volatility: Goldman strategist

    Steep rise in yields may lead to volatility: Goldman strategist   

    In an interview with CNBC-TV18, Kamakshya Trivedi, Chief EM Macro Strategist, Goldman Sachs, talked about his outlook on markets and whether he thinks they will be able to stomach a Fed rate hike and a rise in bond yields globally...

    17 Oct 2016, 2.47 pm  |  Source: CNBC-TV18

  • September quarter earnings likely to be weak: Credit Suisse

    September quarter earnings likely to be weak: Credit Suisse  

    Neelkanth Mishra of Credit Suisse says while the broader Indian market hasn't moved much in the last two months, it has continued to outperform global equities marginally.

    17 Oct 2016, 10.29 am  |  Source: CNBC-TV18

  • Fed unlikely to up rate in 2016 as US economy weak: CLSA`s Wood

    Fed unlikely to up rate in 2016 as US economy weak: CLSA's Wood  

    The current lack of cyclical acceleration is clear from the declining expectations of third quarter GDP growth, says CLSA newsletter GREED & Fear’s author Chris Wood

    17 Oct 2016, 9.10 am  |  Source: Moneycontrol.com

  • More RBI rate cuts seen; like home fin cos, realty: CLSA`s Wood

    More RBI rate cuts seen; like home fin cos, realty: CLSA's Wood  

    From an Indian equity standpoint, monetary easing in the context of a stable currency is an obvious positive, writes CLSA's Chris Wood in his newsletter GREED & fear

    14 Oct 2016, 8.51 am  |  Source: Moneycontrol.com

  • Correction a great opportunity to add risks in EMs: JPMorgan

    Correction a great opportunity to add risks in EMs: JPMorgan   

    Strengthening dollar and rising oil prices are the global headwinds for EMs, says Adrian Mowat, Chief EM & Asian Equity Strategist at JP Morgan.

    13 Oct 2016, 3.36 pm  |  Source: CNBC-TV18

  • See huge tail risk for equities; India may outperform: Rabobank

    See huge tail risk for equities; India may outperform: Rabobank   

    India will relatively outperform other markets because the growth story there is relatively better, said Michael Every, Head of Markets Research-Asia Pacific, Rabobank.

    13 Oct 2016, 8.48 am  |  Source: CNBC-TV18

  • Bank of America`s recession warning: This market is scary

    Bank of America's recession warning: This market is scary  

    There's a chilling trend in the market, and it could wreak havoc on your portfolio, a top market watcher said.

    10 Oct 2016, 10.16 am  |  Source: CNBC

  • Here is Nick Parsons` view on why the pound plunged

    Here is Nick Parsons' view on why the pound plunged   

    Nick Parsons, Head of Research, National Australia Bank in an interview to CNBC-TV18 spoke about the likely reason for the steep fall in the sterling pound.

    07 Oct 2016, 2.55 pm  |  Source: CNBC-TV18

  • See fair-value for pound-dollar around 1.20: FxPro

    See fair-value for pound-dollar around 1.20: FxPro   

    Pound-dollar at 1.20 was the base case for the year-end after the Brexit vote and it is likely that it will go to those levels, said Simon Smith, Director & Chief Economist, Fxpro.

    07 Oct 2016, 1.39 pm  |  Source: CNBC-TV18

  • Loss of G7 central banking credibility may bring volatility:CLSA

    Loss of G7 central banking credibility may bring volatility:CLSA  

    It is now possible to identify catalysts which could provide the trigger for what has long been argued here is the key catalyst for the post- 2008 world. If it occurs, it will lead to a big surge in market volatility, most particu...

    07 Oct 2016, 10.55 am  |  Source: CNBC-TV18

  • FY18 to witness earnings turnaround: Ambit`s Gubbi

    FY18 to witness earnings turnaround: Ambit's Gubbi   

    After forecasting 10 percent plus earnings in fiscal years 2015 and 2016, both of which turned out to be nearly flat in terms of profit growth, analysts hoping for a 15 percent earnings rise in 2017 may again have to revise estima...

    06 Oct 2016, 10.29 am  |  Source: CNBC-TV18

  • Sensex Q2 earnings seen at 10.2%, says Abhay Laijawala

    Sensex Q2 earnings seen at 10.2%, says Abhay Laijawala  

    We reiterate our overweight stance on domestic/defensive sectors, i.e. consumers, utilities, energy, and healthcare, says Abhay Laijawala of Deutsche Bank.

    06 Oct 2016, 9.02 am  |  Source: CNBC-TV18

  • Remain overweight on India: Timothy Moe

    Remain overweight on India: Timothy Moe  

    The buy-rated stocks that are on our conviction list include HDFC Bank and Yes Bank in India, says Timothy Moe, Goldman Sachs.

    05 Oct 2016, 9.34 am  |  Source: Moneycontrol.com

  • Cautiously optimistic on India; eyeing earnings revival: Sanger

    Cautiously optimistic on India; eyeing earnings revival: Sanger   

    Global liquidity tailwinds are unlikely to get any better from now and that makes Arvind Sanger, Managing Partner at Geosphere Capital Management “cautiously optimistic” on the Indian markets.

    05 Oct 2016, 9.00 am  |  Source: CNBC-TV18

  • Prefer largecaps over midcaps; Aurobindo, Axis top picks: Citi

    Prefer largecaps over midcaps; Aurobindo, Axis top picks: Citi  

    Midcaps continue to do well, outperforming the market by nearly 15 percent over the past year, says Surendra Goyal of Citi, adding while domestic fund flows have indeed helped, even FII ownership continues to rise in midcaps.

    04 Oct 2016, 9.29 am  |  Source: CNBC-TV18

  • Long-term bullish on India; China data constructive: Julius Baer

    Long-term bullish on India; China data constructive: Julius Baer   

    Mark Matthews of Bank Julius Baer & Co said despite the geopolitical tensions in India, the house is still bullish on the country as it has been since the election of Narendra Modi as the Prime Minister.

    03 Oct 2016, 8.56 am  |  Source: CNBC-TV18

  • Number of factors to aid Indian shares: Kotak UK manager

    Number of factors to aid Indian shares: Kotak UK manager   

    A falling rate environment, strong macros as well as an expected pick-up in earnings and rollout of goods and services tax (GST) will likely help Indian stock markets, says Nitin Jain, Principal Investment Manager, Kotak UK.

    30 Sep 2016, 9.38 am  |  Source: CNBC-TV18

  • See more upmove than downmove in India: Mark Mobius

    See more upmove than downmove in India: Mark Mobius   

    Veteran emerging markets investor Mark Mobius thinks that the Indian government's reform drive would aid shares and drive investment into the country.

    30 Sep 2016, 9.17 am  |  Source: CNBC-TV18

  • See volatility, continue to buy on dips; HDFC top pick: Experts

    See volatility, continue to buy on dips; HDFC top pick: Experts  

    Surendra Goyal of Citigroup feels volatility could continue in the near term. Unless Pakistani forces take an aggressive stance, this dip will be prove to be a buying opportunity, Mahesh Nandurkar of CLSA says.

    30 Sep 2016, 8.52 am  |  Source: CNBC-TV18

  • Some FIIs likely to move funds out of India by year end: Experts

    Some FIIs likely to move funds out of India by year end: Experts   

    The geopolitical issues gives investors a reason to take money off the market, believes Christopher Palmer, Founder and Chief Investment Officer of Benson Avenue Capital.

    29 Sep 2016, 9.15 pm  |  Source: CNBC-TV18

  • All eyes on OPEC`s Nov meet; expect floor for crude: Platts

    All eyes on OPEC's Nov meet; expect floor for crude: Platts   

    Till the final decision on November 30 meeting, one could expect to find a floor for crude oil prices, said Mriganka Jaipuriyar, Associate Editorial Director, Platts.

    29 Sep 2016, 8.50 am  |  Source: CNBC-TV18

  • Don`t see monetary policy stance change till early 2018: UBS

    Don't see monetary policy stance change till early 2018: UBS  

    According to Gautam Chhaochharia of UBS, H2FY17 growth recovery hopes will likely be dampened though as 7th Pay Commission and monsoon impact is over-estimated by street.

    28 Sep 2016, 9.35 am  |  Source: CNBC-TV18

  • Deutsche Bank may rattle Europe; equity rally unjustified: Pros

    Deutsche Bank may rattle Europe; equity rally unjustified: Pros   

    If there is a problem with a bank in a country like Germany then global investors need to worry because banks occupy a special place in the financial system, said Geoff Lewis of Manulife Asset Management.

    28 Sep 2016, 9.08 am  |  Source: CNBC-TV18

  • Markets not positioned for Trump victory: Rabobank

    Markets not positioned for Trump victory: Rabobank   

    If Trump were to win the US presidential election then it would surely be bad for emerging markets and induce volatility in currency market, said an Lambregts, Head of Research - Asia, Rabobank.

    27 Sep 2016, 1.18 pm  |  Source: CNBC-TV18

  • Cycle of stressed assets in public banks is over now: JP Morgan

    Cycle of stressed assets in public banks is over now: JP Morgan   

    Speaking to CNBC-TV18, Harsh Wardhan Modi of JP Morgan says that while resolutions take long time, recognition is the first step towards resolving the issue.

    27 Sep 2016, 11.25 am  |  Source: CNBC-TV18

  • OPEC meet: Mkts discounting an agreement, says ANZ Research

    OPEC meet: Mkts discounting an agreement, says ANZ Research   

    Daniel Hynes, Senior Commodity Strategist, ANZ Research expects crude oil market to come to a balanced position in the near-future.

    27 Sep 2016, 10.09 am  |  Source: CNBC-TV18

  • EMs may drag a bit; positive on India: JP Morgan AMC

    EMs may drag a bit; positive on India: JP Morgan AMC   

    Ian Hui, Global Market Strategist, JPMorgan Asset Management talking about the impact of US Presidential pre-elections debate on global market, said if Hillary Clinton comes into power then markets may take it more favourably than...

    27 Sep 2016, 8.50 am  |  Source: CNBC-TV18

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